46 companies

interactive investor

UK's second-largest direct-to-consumer flat-fee investment platform, administering pensions, ISAs, and investments for over 500,000 customers with £95 billion in assets.

NEPC

NEPC is a full-service investment consulting firm headquartered in Boston, providing research-driven advisory and OCIO services to institutions, governments, and high-net-worth clients.

Natixis Investment Managers

Natixis Investment Managers is a global asset and wealth management firm managing $1.5 trillion in assets, operating within a financial institution offering corporate banking, investment banking, and capital markets services across multiple markets.

Alberta Investment Management Corporation

AIMCo is a Crown corporation and one of Canada's largest institutional investment managers, managing $160+ billion in assets for pension, endowment, insurance and government funds in Alberta.

Pacific Investment Mgt Co. LLC

PIMCO is a global investment management firm and leader in active fixed income, managing $2.26 trillion in assets for institutions and individuals worldwide.

Fidelity International

A global investment management firm providing investment solutions and retirement expertise to over 2.5 million clients worldwide with $437 billion in assets under management.

Bridge Investment Group

Alternative investment manager with $47.7B in assets under management specializing in value-add real estate, commercial credit, and renewable energy infrastructure across the United States.

Law Debenture

Law Debenture is a 135-year-old firm combining a publicly traded UK investment trust with professional services in corporate governance, compliance, and trust administration across 120+ jurisdictions.

Fidelity Workplace Investing LLC

Fidelity Investments is a leading financial services company providing investment management, retirement planning, brokerage services, and workplace benefits to millions of customers worldwide.

Allspring Global Investments

Allspring Global Investments is an independent asset manager offering ~140 investment strategies across multiple asset classes, managing approximately $625 billion in assets under advisement from Charlotte, North Carolina.

Russell Investments

Russell Investments is a leading global investment solutions partner providing multi-asset portfolios, investment consulting, and OCIO services to institutional investors, financial intermediaries, and individual investors worldwide.

CM004 American Century Investment Services, Inc.

MFS Investment Management

Betterment

Betterment is a fintech company offering automated investing, retirement accounts, 401(k) plans, and financial advisory services to over 900,000 customers managing more than $56 billion in assets.

MS Smith Barney, LLC

A leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services.

Capital Group

Capital Group is a Los Angeles-based investment management firm, founded in 1931, that manages investments for institutional, intermediary, and individual investors.

Fisher Investments

Stake

Stake is an Australia- and New Zealand-based fintech platform offering retail investing across dual-market trading, SMSFs, and managed funds, serving over 750,000 customers.

Fisher Investments

Cresset

Independent wealth management firm delivering private wealth, tax, estate, investment advisory, exit planning, and family governance services to entrepreneurs, families, and institutions.

Mission Wealth

Mission Wealth is an independent registered investment advisory firm providing integrated wealth management - investments, tax, estate, asset protection, and retirement planning - to individuals, families, and business owners.

CFS Careers

Colonial First State is an Australian wealth management company providing superannuation, investment, and retirement products to help Australians achieve financial freedom in retirement.

First Eagle Alternative Credit, LLC

First Eagle Investments is an independent investment management firm managing approximately $161 billion in assets, focusing on active, fundamental investing with strong emphasis on downside mitigation and capital preservation.

Stone Coast Fund Services